Katie Murphy is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 65 and Series 66 licenses and having 12 years of industry experience. Her prior experience includes roles at Russell Investments and a period as a homemaker. She has been with Ellenbecker Investment Group since 2017. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting for a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs model portfolios supported by independent research and integrates technology, including AI-assisted tools, while maintaining human oversight in client services.

Patrick Sommerfield Jr. is a financial advisor at PJS Wealth Partners in Cedarburg, WI, holding a Series 65 designation with 25 years of industry experience. He has been with P.J. Schmidt Investment Management, Inc. since 2000. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning services to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets across 454 client relationships and employs a multi-faceted investment process supported by a Chief Investment Officer and an Investment Committee.

Theodore Friedlander III is the sole advisor at Friedlander & Co. Inc. in Milwaukee, WI, with 44 years of industry experience. He has been with Friedlander & Co. Inc., a firm established in 1892, throughout his career. Friedlander & Co. provides separately managed portfolio services primarily to high-net-worth individuals, their related accounts, and a small number of foundations. The firm follows a long-term, value-oriented investment philosophy with low turnover and a buy-and-hold approach, focusing on equities including small- and micro-cap stocks, and typically manages multi-million dollar accounts on a non-discretionary basis.

Ameet Kamath is a financial advisor at Capital Investment Services of America Inc with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with the firm since 2004. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm employs a research-driven, team approach with individualized portfolios and active fixed-income management, overseeing over $1.3 billion in client assets across approximately 900 client relationships.

Kelly Merten is a financial advisor at PJS Wealth Partners with 22 years of industry experience. She holds a Series 65 designation and has been with P.J. Schmidt Investment Management, Inc. since 2003. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, charitable, and corporate clients. The firm manages approximately $852 million in client assets and employs a multi-faceted investment approach overseen by a Chief Investment Officer and an Investment Committee, with a distinctive use of approved AI tools under human supervision.

Jack Gloss is a financial advisor at Landaas & Company with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Funds Distributor, Wells Fargo Clearing Services, and TD Ameritrade. Landaas & Company provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to construct diversified portfolios tailored to clients’ risk tolerance and objectives, offering discretionary and non-discretionary asset management alongside consulting and financial planning.

Paul Minick is a CFP® with six years of industry experience, currently serving as a financial advisor at Spectrum Investment Advisors, Inc. since 2019. He previously worked at Bank of America for 21 years. Spectrum Investment Advisors serves retirement plan sponsors and individual investors by providing 401(k) and other plan consulting, wealth management, investment consulting, and standalone financial planning. The firm employs balanced equity and fixed-income strategies informed by charting, fundamental, and cyclical analysis, and typically constructs portfolios using no-load mutual funds and ETFs, with discretionary management options available.

Carl Fuda is a financial advisor at KLCM Advisors, Inc. in Milwaukee, WI, with 26 years of industry experience. He has been with Kitzinger, Lautmann Capital Management Inc. since 1998. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm focuses on fundamental, value-oriented equity research and traditional credit analysis, managing roughly $1.9 billion in discretionary assets with a small advisory team.

Mark Steele is a financial advisor with Richardson Capital Management, LLC and holds a Series 65 credential. He has six years of industry experience and has previously worked at Richardson Financial Group, Brunsell Lumber & Millwork, and Ver Halen, Inc. Outside of his advisory role, he owns MDS Solutions, LLC, a company that sells Medicare insurance. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations by providing investment management, wealth management, family office services, and consulting on financial, tax, insurance, and estate planning matters. The firm employs a comprehensive investment approach using equities, fixed income, mutual funds, ETFs, and less-liquid vehicles when appropriate, along with account aggregation and comprehensive reporting tools.

Ruth Benben is a Series 65-licensed advisor at Capital Investment Services of America Inc with 15 years of industry experience. She has been with the firm since 1989. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm uses a research-driven, team approach with individualized portfolios managed through stocks, bonds, and ETFs.

Chad Thistle is a CFP® and holds a Series 66 designation with 21 years of industry experience. He has been with Diversified Management, Inc. in Milwaukee, WI since 2004, serving as part of a six-advisor team. Diversified Management, Inc. serves high-net-worth individuals, families, trusts, and estates, while also providing services to smaller accounts through its Cream City Investment Services platform. The firm focuses on asset allocation and diversification via fundamental analysis, offering model-based portfolio management and integrated tax planning and preparation.

Robert Landaas is a financial advisor at Landaas & Company in Milwaukee, WI, holding Series 63 and Series 65 licenses with 50 years of industry experience. He has been with Landaas & Company since 1989. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm employs both fundamental and technical analysis to create diversified portfolios tailored to client objectives and risk tolerance, offering a combination of advisory, brokerage, and insurance services.

Guy Eckman is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Diversified Management, Inc., where he has worked for three years. His prior roles include positions at Midwest Heritage Financial Services and Securities America, Inc. Diversified Management, Inc. serves high-net-worth individuals, families, trusts, and estates, offering investment advisory, comprehensive financial planning, and income tax services. The firm emphasizes asset allocation and diversification, managing portfolios through a combination of fundamental analysis and model-based strategies, and provides both individualized advisory relationships and a model portfolio platform for clients with smaller accounts.

Daniel Dedecker Jr. is a financial advisor at Spectrum Investment Advisors, Inc. with seven years of industry experience. He holds the Series 65 designation and has worked previously at Alpha Investment Consulting and BMO Harris Bank. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, providing plan consulting, wealth management, investment consulting, and standalone financial planning. The firm emphasizes written investment policy formation, plan monitoring, and uses proprietary tools such as the Spectrum Investor® Fund Monitoring Scorecard™ and a patented cyclical analysis system in its portfolio management.

Scott Conger is a financial advisor at PJS Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including PJ Schmidt Investment Management, BMO Harris Bank, PPCM, Inc., and Pennant Management Inc. He is based in Cedarburg, Wisconsin. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, institutional retirement plans, as well as charitable and corporate clients. The firm combines multiple investment analyses with model portfolios overseen by a Chief Investment Officer and an Investment Committee, managing approximately $852 million across 454 client relationships.

Colin Mullen is a financial advisor at Landaas & Company in Milwaukee, WI, holding a Series 66 designation. He joined the firm in 2026 and has varied work experience including roles in educational and recreational settings prior to his current position. Landaas & Company provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental and technical analysis to construct diversified portfolios tailored to clients’ risk tolerance and objectives.

Kristen Carioti is a Series 65-licensed financial advisor with Spectrum Investment Advisors, Inc. in Mequon, WI. She has one year of industry experience and previously worked for nine years at Mount Mary University in various capacities. Spectrum Investment Advisors serves institutional retirement-plan sponsors as well as individuals, trusts, and estates, offering plan consulting, pooled-employer plan services, wealth management, investment consulting, and standalone financial planning. The firm employs portfolio management using no-load mutual funds and ETFs, a proprietary monitoring system, and incorporates AI tools overseen by a dedicated committee.

James Kitzinger is a financial advisor at KLCM Advisors, Inc. in Milwaukee, WI, holding a Series 63 designation with 33 years of industry experience. He has been with KLCM Advisors since 1993. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm focuses on fundamental, value-oriented equity research and traditional credit analysis, managing separate accounts across value equity, balanced, and fixed income strategies.

Kevin Perlberg is a CFP® with 39 years of industry experience and serves as a managing partner at Blackhawk Capital Partners, LLC. He has a long tenure at Blackhawk, dating back to 1984, and has held roles with multiple firms including Lion Street and KPDT, LLC. Outside of advisory work, he is the owner and producer of Lion Street, a non-variable insurance business. Blackhawk Capital Partners, LLC is an independent firm providing discretionary portfolio management, financial planning, and access to third-party money managers for individuals, retirement plans, trusts, charities, and businesses. The firm employs quantitative methods to evaluate investments and offers services such as model portfolio management and sub-advisory through third-party platforms.

Nicholas Newkirk is a financial advisor at Capital Investment Services of America Inc with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Milis Flatwork. His background also includes roles outside finance, such as at University of Wisconsin Oshkosh and Dlapa Construction. Capital Investment Services of America provides discretionary portfolio management and financial planning to individuals, trusts, estates, endowments, non-profits, retirement plans, and businesses. The firm uses a research-driven, team approach with individualized portfolios managed through stocks, bonds, and ETFs.